Understanding and Reverting Import History

00:01: Hi, this is Lindsey from Healthy Roster, and today I'm going to help you better understand import history and how to roll back and correct Imports. 00:10: Import history is available for both organizations and teams in this video. I'm going to walk you through how to view import information from an organization level to do this first click on the organization tab. 00:24: Next click on the organization where the import was completed. 00:29: Select import history from the left navigation. 00:33: The important history tab will show you a list of All Imports with their history from here. You can select the menu next to the import that you would like to review. 00:44: First let's navigate to the import details. 00:48: The header and the import details section will show you the overall import details that you can review this includes when the import was submitted when the submission was completed a total number of records that were in the import file a summary about what occurred during this import and an overall status of the import below that you'll see more detailed information about the import records including records that were not imported with details regarding why those records did not import into a new patient profile. 01:17: If you feel that there is incorrect data in a completed upload. You may want to roll back that incorrect import to do this navigate to the menu next to the completed import and select roll back. 01:29: Next, you'll be asked to confirm that you'd like to roll back this import. Please note that rolling back this info will remove any new patients created during this import as well as delete any invitations or permission changes made within the import. This action will not revert or remove any changes made to existing patient profiles. Click. Okay to complete the rollback. 01:52: If you would like to download the template used in an import simply choose the menu next to the import and question and select download. 02:01: If you have questions or need more help, please visit the help tab on the left navigation or reach us directly at help@healthyroster.com.